Fund Holdings — HEITMAN REAL ESTATE SECURITIES LLC

Total Portfolio Value
$1.39B
Total Bought
$275.07M
Total Sold
$305.74M
Net Transaction
-$30.66M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EQUINIX INC(EQIX)135,246137,590+2,344103,620134,8719.70%+31,251
REALTY INCOME CORP(O)741,4491,191,070+449,62141,79572,8705.24%+31,074
DIAMONDROCK HOSPITALITY CO(DRH)02,674,549+2,674,549025,0611.80%+25,061
EXTRA SPACE STORAGE INC(EXR)154,501319,132+164,63120,11941,8483.01%+21,729
MACERICH CO(MAC)01,135,006+1,135,006021,4521.54%+21,452
CURBLINE PPTYS CORP(CURB)0661,287+661,287017,0551.23%+17,055
VICI PPTYS INC(VICI)0618,249+618,249016,8911.21%+16,891
FEDERAL RLTY INVT TR NEW(FRT)3,873158,933+155,06039016,8801.21%+16,490
DIGITAL RLTY TR INC(DLR)229,520282,108+52,58835,50950,8393.65%+15,330
JANUS LIVING INC(JAN)0623,892+623,892014,7051.06%+14,705
SUN CMNTYS INC(SUI)71,360172,292+100,9328,84221,7021.56%+12,860
XENIA HOTELS & RESORTS INC(XHR)0793,790+793,790011,7720.85%+11,772
NETSTREIT CORP(NTST)1,396,2931,710,978+314,68524,63132,2182.32%+7,587
CROWN CASTLE INC(CCI)077,439+77,43906,2970.45%+6,297
FIRST INDL RLTY TR INC(FR)516,256593,292+77,03629,56634,3222.47%+4,756
URBAN EDGE PPTYS(UE)0221,395+221,39504,4230.32%+4,423
EQUITY RESIDENTIAL(VMRK)760,684882,051+121,36747,95452,1733.75%+4,220
HEALTHPEAK PROPERTIES INC(DOC)1,398,4941,610,660+212,16622,48826,4631.90%+3,975
WP CAREY INC(WPC)36,98792,468+55,4812,3806,2840.45%+3,904
AMERICAN TOWER CORP(AMT)67,33975,189+7,85011,82312,9760.93%+1,153
AVALONBAY CMNTYS INC66,26979,983+13,71412,01513,0650.94%+1,050
CTO RLTY GROWTH INC NEW(CTO)708,851742,696+33,84513,05013,7320.99%+683
OUTFRONT MEDIA INC(OUT)583,513553,689-29,82414,06314,6731.05%+610
WEYERHAEUSER CO(WY)174,600192,400+17,8004,1364,7000.34%+564
SUNSTONE HOTEL INVS INC NEW(SHO)40,81547,555+6,7403654280.03%+64
VORNADO RLTY TR(VNO)10,74815,783+5,0353584100.03%+53
VERIS RESIDENTIAL INC26,33623,386-2,9503924410.03%+49
PEBBLEBROOK HOTEL TR(PEB)36,49436,49404134610.03%+48
DOUGLAS EMMETT INC(DEI)34,32743,686+9,3593774120.03%+34
TERRENO RLTY CORP(TRNO)6,4446,44403783960.03%+17
EMPIRE ST RLTY TR INC(ESRT)59,18674,134+14,9483863850.03%-0
HEALTHCARE RLTY TR(HR)23,54023,372-1683993970.03%-2
BXP INC(BXP)5,7257,401+1,6763863840.03%-2
REXFORD INDL RLTY INC(REXR)10,23211,857+1,6253963880.03%-8
EPR PPTYS(EPR)17,1478,136-9,0115132470.02%-266
ALEXANDRIA REAL ESTATE EQ IN67,59363,483-4,1103,3082,9470.21%-361
ESSEX PPTY TR INC(ESS)131,174139,229+8,05534,32633,6932.42%-632
PROLOGIS INC.(PLD)1,024,250982,653-41,597130,756129,8879.34%-869
OMEGA HEALTHCARE INVS INC(OHI)466,944447,459-19,48520,70419,6081.41%-1,097
FOUR CORNERS PPTY TR INC(FCPT)72,0970-72,0971,6630—-1,663
AMERICOLD REALTY TRUST INC(COLD)800,750616,651-184,09910,2987,0670.51%-3,231
SL GREEN RLTY CORP(SLG)323,735302,833-20,90214,85011,1870.80%-3,663
WELLTOWER INC(WELL)892,711815,770-76,941165,696161,28611.59%-4,410
HIGHWOODS PPTYS INC(HIW)435,339293,803-141,53611,2406,2900.45%-4,950
SIMON PPTY GROUP INC NEW(SPG)362,194329,763-32,43167,04661,5114.42%-5,535
EQUITY LIFESTYLE PROPERTIES(ELS)283,971183,844-100,12717,21111,4760.82%-5,736
SBA COMMUNICATIONS CORP(SBAC)51,69022,692-28,9989,9983,9060.28%-6,093
COUSINS PPTYS INC(CUZ)1,128,612987,606-141,00629,09622,2901.60%-6,805
PARK HOTELS & RESORTS INC(PK)667,2040-667,2046,9790—-6,979
STAG INDUSTRIAL INC(STAG)912,904685,313-227,59133,55824,7121.78%-8,846
VENTAS INC(VTR)890,047721,474-168,57368,87259,0024.24%-9,870
CUBESMART(CUBE)840,570546,263-294,30730,30320,0211.44%-10,282
AGREE RLTY CORP352,980160,442-192,53825,42512,0940.87%-13,331
INVITATION HOMES INC(INVH)1,168,123744,823-423,30032,46218,5091.33%-13,953
IRON MTN INC DEL(IRM)490,548259,594-230,95440,69126,5151.91%-14,176
PUBLIC STORAGE OPER CO(PSA)170,846104,211-66,63544,33528,2292.03%-16,106
ACADIA RLTY TR2,032,4121,314,130-718,28241,74625,1261.81%-16,620
GAMING & LEISURE P(GLPI)582,719148,307-434,41226,0426,5800.47%-19,461
BROADSTONE NET LEASE INC(BNL)1,289,5410-1,289,54122,3990—-22,399
MID-AMER APT CMNTYS INC(MAA)381,035225,761-155,27452,93027,5701.98%-25,360
RYMAN HOSPITALITY PPTYS INC(RHP)364,7350-364,73534,5110—-34,511
BRIXMOR PPTY GROUP INC(BRX)1,849,8510-1,849,85148,5030—-48,503
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HEITMAN REAL ESTATE SECURITIES LLC — 13F Holdings — Q1 2026 | TickerTrail